Real-time, online pension amendments now available

Real-time, online pension amendments now available

With Expand, you and your support team can now update your clients’ pension requirements online, in real-time – without having to complete time consuming paperwork.

Meet the changing needs of your pension clients faster than ever before, with access to real-time updates to pension payment details online, including:

• Change payment date and frequency - choose from fortnightly, monthly, quarterly, half yearly or yearly
• Adjust pension payment amounts - choose minimum, nominated or maximum (TTR only)
• Choose to automatically increase by CPI or a nominated rate

You can immediately view the updated schedule of payments for the rest of the financial year onscreen.

Your clients will receive a confirmation of the change which is also made available online.

All updates can be made with a few clicks in one easy to use interface.